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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
676
Quest Investment Management
Oregon
$521K -$104K -1,120 -17%
MHIC
677
Marble Harbor Investment Counsel
Massachusetts
$520K – – –
CSI
678
Cross Staff Investments
New York
$519K – – –
GHAM
679
Gilman Hill Asset Management
Connecticut
$519K – – –
GP
680
Greenline Partners
New York
$518K -$18K -194 -3%
PL
681
Plancorp LLC
Missouri
$518K +$68.4K +735 +15%
RP
682
Rice Partnership
Hawaii
$513K -$11.3K -122 -2%
PCA
683
Pallas Capital Advisors
Massachusetts
$506K +$39.2K +422 +8%
PA
684
PFG Advisors
Arizona
$505K -$21.2K -228 -4%
SPWG
685
Syntegra Private Wealth Group
Missouri
$503K +$2.88K +31 +0.6%
MA
686
MJP Associates
Connecticut
$502K -$28.6K -307 -5%
PDL
687
Portfolio Design Labs
California
$500K – – –
CIM
688
Cambria Investment Management
California
$497K +$499K +5,364 New
NCM
689
Neumann Capital Management
California
$496K – – –
PCM
690
Pointe Capital Management
Michigan
$494K – – –
MHR
691
Matthew Hamilton Rosenberg
$492K +$13.9K +149 +3%
BF
692
BOK Financial
Oklahoma
$491K -$69K -742 -12%
GVAG
693
Great Valley Advisor Group
Delaware
$488K +$27.1K +291 +6%
AIM
694
Advyzon Investment Management
Illinois
$488K +$74.2K +798 +18%
LHEI
695
Leo H. Evart Inc
California
$485K +$93 +1 +0%
EWS
696
Evergreen Wealth Solutions
Pennsylvania
$482K +$319K +3,433 +160%
ECM
697
Evergreen Capital Management
Washington
$480K -$133K -1,434 -22%
EM
698
ELCO Management
New York
$479K – – –
FRA
699
Frank Rimerman Advisors
California
$476K +$12.5K +134 +3%
TPA
700
Trivium Point Advisory
Connecticut
$475K -$4.18K -45 -0.9%
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